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PWTYX vs RLBEX
PWTYX vs RLBEX Comparison
Open Charts PWTYX vs RLBEX
UBS US Allocation P
Price$55.48
Change+$0.22 (+0.40%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PWTYX vs RLBEX Comparison Chart
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PWTYX vs. RLBEX commentary
Nov 22, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PWTYX is a StrongSell and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 237B vs. PWTYX (232M). RLBEX pays higher dividends than PWTYX: RLBEX (2.24) vs PWTYX (1.52). PWTYX was incepted earlier than RLBEX: PWTYX (32 years) vs RLBEX (22 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (65.00). RLBEX has a lower initial minimum investment than PWTYX: RLBEX (250) vs PWTYX (2000000). PWTYX annual gain was more profitable for investors over the last year : 22.28 vs. RLBEX (20.76). RLBEX return over 5 years is better than : 37.07 vs. PWTYX (18.65).
| PWTYX | RLBEX | PWTYX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 15.825 | 14.913 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 237B | 0% |
| Annual Yield % from dividends | 1.52 | 2.24 | 68% |
| Returns for 1 year | 22.28 | 20.76 | 107% |
| Returns for 3 years | -10.39 | 12.07 | -86% |
| Returns for 5 years | 18.65 | 37.07 | 50% |
| Returns for 10 years | 46.11 | 52.80 | 87% |